Telesis Financial's Advisors & Associates
Thomas E. Boles, MBA, RFC
Investment Advisor Representative*
Thomas Boles is the President and CEO of Telesis Financial. He holds an MBA in finance and the designation of Registered Financial Consultant. He has been a financial services professional in San Diego for over thirteen years. Thomas also provdes comprehensive business and financial consulting for the small business community.
Contact Thomas at thomas.boles@telesisfinancial.com
Michael N. Davis
Registered Representative, Investment Advisor Representative*
Michael N. Davis is an Enrolled Actuary and been associated with Telesis Financial for the past 7years. He specializes in small business pension plans in the San Diego area.
Tracy Ham, RFC
Registered Representative*
Tracy Ham holds the designation of Registered Financial Consultant, is a Registered Representative* and has been associated with Telesis Financial since 1989.
NEW! - LA MESA OFFICE LOCATION
John K. Sutherland, CFP
Investment Advisor Representative*
His career in the financial services industry began in 1967. John is a Certified Financial Planner as well as an Enrolled Agent. John specializes in Investment analysis, financial planning, financial advising, tax advising, and tax preparation.
Luana Sutherland-Branch
Office Manager
Luana has worked in the financial services industry for over 23 years. She is a licensed tax preparer, Life Insurance Agent, Notary Public, and is also the office manager of the La Mesa office.
Melissa Castellanos - "Missy"
Administrative Coordinator
Missy started her securities career in 1981. Since 2004 she has been serving as an Administrative Coordinator. Missy is both securities registered and insurance licensed.
*Registered Representatives and Investment Advisor Representatives of Multi-Financial Securities Corporation, Inc.
